Vanessa Grant, McCarthy Tetrault, kindly invited me to hear Gloria Steinem speak in Toronto. Gloria is an admirable person who has made a huge change in attitudes in society and I was excited to hear her speak and wondered what her message would be.
It was disappointing to hear her start with the right wing's attitude to women's reproduction. According to Gloria, the right wing only want hearth and home and sex is for the reproduction of the species, nothing more. This Footloose style attitude has certainly not stuck around in Canada and as I sat with a table of dynamic female lawyers, all partners at McCarthy, I wondered if Gloria's activist message no longer had the same urgency for North American women.
I also wondered if the American right wing did believe that sex was all around procreation. Quite the image painted by Gloria.

Investing for You, Your Business and Your Family

Your life is a mixture of ambitions and commitments. We can help you fulfill them.

At UBS Bank (Canada), our reputation for outstanding global investment expertise combined with our confidentiality and security entices discerning investors around the world to entrust us with trillions of dollars of assets.

Wealth management is our core business and we have a platform that is unlike any other in Canada. We leverage UBS's global resources and capabilities to help you reach your financial goals.

We offer an outstanding private client experience - an experience we believe no one else in Canada can deliver.

We provide a purposeful and custom approach to investment management with a focus on wealth preservation and risk management.

We're not your typical wealth management team. Our advice and process will intrigue you and help you:

-Measure and work toward reaching your self-defined life goals

-Make better decisions

-Create a system that revolves around you, your family, your community

Jacoline Loewen is Director of Business Development of UBS Bank (Canada), named Best Private Bank Globally 2014.

Prior to joining UBS, Ms. Loewen specialized in finance for private capital business, owner-operators and family businesses, specifically acquisitions, restructuring, sales, successions and private equity financing. She has over 20 year' experience working with owner-operators, family enterprises and in strategy. Jacoline Loewen is interested in wealth management n topics such as:

-Investment management - how to evalute your overall investment strategy. It comes down to one nymber that you need to know.

"Entrepreneurs and family business owners seek out my help to help with the tough process of succession or transition to the sale of the company. Business owners value understanding how to anticipate sudden wealth and how to transition wealth to their families."

Call, Email, Visit – Whatever you do, definitely contact me to learn more! We help people plan their finances and invest their money. For more on our fee-only registered investment advisory services and if we can help you with your investments in any way, please reach out to jacoline.loewen@ubs.com

See me on Twitter as JacolineLoewen, and on LinkedIn and Facebook by name. Invited as expert on BNN The Pitch, CBC, Dragons' Den and published by National Post, Globe & Mail, Leadership, Business Entrepreneurs, The Journal, Women's Post, as well as author of three books, the most recent, Money Magnet, is now a text book at Ivey Business School:

Money Magnet.

The feedback we have had about using the steps in Money Magnet is that business owners are surprised by how simple it is to understand, how much more money they can invest and earn and how shockingly few of their lawyers and accountants were aware of the benefits.

- Get factual case studies about the power of succession planning with strong life style goals. Do you want to retire rich - then understand the ROI of your business compared to the ROI of an investment portfolio.

- Know why selling your business is not the first option.

- Learn the Four Brutal Questions every Business Owner needs to know to attract investors.

- Find out how to know how much you need to fit your business, your lifestyle and your goals for wealth.

Read Ivey Business School's Pick for Finance

Investing Strategy

Services

For 150 years, people have been trusting UBS to manage their wealth. We provide investment advice based on critical thinking and thoughtful research once we fully understand what you want to accomplish. Together, we create an all-encompassing strategy for your investments, estate and tax planning, risk management, and borrowing.

Our Focus: We build custom investment portfolios and wealth management strategies that draw upon UBS's global knowledge.Our Clients: We work with individuals, families, and organizations with investable assets greater than $2,000,000Our Services: At a minimum, you can expect quarterly performance reviews, ongoing investment management, and comprehensive Estate and Tax Planning servicesOur Fees: Our typical all-inclusive tax deductible annual fee ranges between 1% - 1.5% of the money you invest depending on complexityOur Process: We apply a prudent approach and long term strategies to build investment portfolios following these steps:

Map and execute a financial plan to meet your current needs and future aspirations.

Provide advice on the financial decisions you need to make to better manage your investment portfolio, debt and cashflow levels.

Plan, strategize and execute a viable solution for the transfer of your wealth and assets to reduce or defer taxes.

Monitor and rebalance.

With the UBS approach, your dedicated wealth manager works with a team of of financial experts to help you achieve your goals.

Rick Spence, Business Writer, National Post, says:

"A lot of business people still have trouble with the concept of strategic planning. They wonder who should do it, and what it's for. I just encountered a great explanation of strategy. It comes from a book, The Power of Strategy by Jacoline Loewen.

"I think that strategy is very similar to the search for the Holy Grail. Renowned knights traveled great distances and overcame severe hardship in the struggle to find this sacred relic, the chalice used by Jesus at the Last Supper. Finally, Sir Galahad was the one who discovered that the Holy Grail is, in fact, within us. There is no right or wrong answer -- it is the journey that provides the learning, not the Holy Grail itself.

In strategy, it is the process of people going through the questioning and thinking that ingrains the strategy into their everyday actions, not the plan itself."